Steward Partners Investment Advisory’s NextEra Energy, Inc. NEE.PRQ Stock Holding History

Steward Partners Investment Advisory’s Portfolio NEE.PRQ Stock Details NEE.PRQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-22	Closed	-$1K	–	2400
2017 Q4	$1K	Hold	22	–	–	﹤0.01%	1836
2017 Q3	$1K	Hold	22	–	–	﹤0.01%	1643
2017 Q2	$1K	Hold	22	–	–	﹤0.01%	1589
2017 Q1	$1K	Buy	+22	New	+$1.3K	﹤0.01%	1476

Other funds holding NEE.PRQ

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Steward Partners Investment Advisory's NEE.PRQ Position: Q1 2018 in Review

Steward Partners Investment Advisory sold out of NextEra Energy, Inc. (NEE.PRQ) in Q1 2018, closing a stake of 22 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in NEE.PRQ in Q1 2017 and held it in 4 quarters. The position peaked at $1K in Q4 2017. 35 funds tracked by Wall St. Rank hold NEE.PRQ as of Q1 2018.

Steward Partners Investment Advisory reported no remaining NextEra Energy, Inc. position as of Q1 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 22 NextEra Energy, Inc. shares in Q1 2018, an estimated $1K.
Steward Partners Investment Advisory first reported a position in NextEra Energy, Inc. in Q1 2017 and held it in 4 quarters.
Steward Partners Investment Advisory's NextEra Energy, Inc. position peaked at $1K in Q4 2017.
35 funds tracked by Wall St. Rank held NextEra Energy, Inc. as of Q1 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2018, filed 20 Apr 2018.